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icono de PREF

Principal Spectrum Preferred Securities Active ETF
PREF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 42 M -USD 6.42 M -330,921 -13%
Morgan Stanley
2
Morgan Stanley
New York
USD 41 M -USD 2.99 M -154,270 -7%
Wells Fargo
3
Wells Fargo
California
USD 21.3 M +USD 286 k +14,751 +1%
UBS Group
4
UBS Group
Switzerland
USD 11.2 M -USD 7.02 M -361,649 -38%
Covington Capital Management
5
Covington Capital Management
California
USD 11 M +USD 1.16 M +59,786 +12%
Citadel Advisors
6
Citadel Advisors
Florida
USD 9.31 M +USD 9.17 M +472,825 +2,711%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 9.26 M +USD 6.89 M +355,158 +268%
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 8.92 M +USD 1.38 M +71,246 +18%
Truist Financial
9
Truist Financial
North Carolina
USD 7.17 M +USD 3.24 M +166,925 +79%
Baird Financial Group
10
Baird Financial Group
Wisconsin
USD 6.42 M +USD 383 k +19,720 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 6.14 M -USD 179 k -9,207 -3%
LPL Financial
12
LPL Financial
California
USD 6.06 M -USD 1.22 k -63 -0%
Nottingham Advisors
13
Nottingham Advisors
New York
USD 4.69 M +USD 750 k +38,651 +18%
Raymond James Financial Services Advisors
14
Raymond James Financial Services Advisors
Florida
USD 4.53 M -USD 1.42 M -72,997 -23%
Raymond James & Associates
15
Raymond James & Associates
Florida
USD 3.26 M -USD 1.85 M -95,152 -36%
Brinker Capital Investments
16
Brinker Capital Investments
Pennsylvania
USD 3.06 M +USD 191 k +9,859 +7%
IBEX Wealth Advisors
17
IBEX Wealth Advisors
New Jersey
USD 2.96 M -USD 27.1 k -1,396 -0.9%
Mariner Independent Advisor Network
18
Mariner Independent Advisor Network
Kansas
USD 2.69 M +USD 177 k +9,131 +7%
NewEdge Advisors
19
NewEdge Advisors
Louisiana
USD 2.64 M +USD 718 k +36,987 +36%
PA
20
PSI Advisors
Florida
USD 2.62 M +USD 181 k +9,306 +7%
Community Bank
21
Community Bank
New York
USD 2.5 M +USD 31 k +1,600 +1%
Willis Johnson & Associates
22
Willis Johnson & Associates
Texas
USD 2.11 M +USD 940 k +48,465 +77%
Dearborn Partners
23
Dearborn Partners
Illinois
USD 1.84 M +USD 471 k +24,299 +34%
United Services Automobile Association
24
United Services Automobile Association
Texas
USD 1.76 M -USD 93.5 k -4,820 -5%
MainStreet Investment Advisors
25
MainStreet Investment Advisors
Illinois
USD 1.76 M -USD 98.7 k -5,085 -5%
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